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Financial ADVSR advisor directory · SEC adviser records

Vantage Financial Group financial advisors in Auburn, CA

Every SEC-registered investment adviser representative at a Vantage Financial Group office in Auburn, A to Z.

The short answer

3 registered advisors work at Vantage Financial Group in Auburn, out of 3 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Vantage Financial Group advisors in Auburn, A to Z

Every Vantage Financial Group advisor →

Vantage Financial Group advisors in every city and state →Vantage Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Auburn

All Auburn advisors →

Edward Jones 9Ameriprise Financial Services, LLC 6Ifc 4Stifel, Nicolaus & Company, Incorporated 4LPL Financial LLC 3Thrivent Investment Management Inc. 3

Questions

How many financial advisors does Vantage Financial Group have in Auburn?

3 investment adviser representatives are registered at Vantage Financial Group offices in Auburn, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Vantage Financial Group one of the largest advisor employers in Auburn?

Vantage Financial Group ranks number 7 in Auburn by registered advisors; Edward Jones has the most, with 9.

How do I check a Vantage Financial Group advisor in Auburn?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vantage Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.